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James R
Series 66
Mammoth Lakes, CA
Wells Fargo Advisors
James Roberts III is a financial advisor with Wells Fargo Advisors in Mammoth Lakes, CA, holding a Series 66 designation and 10 years of industry experience. His prior experience includes six years at Bank of America and Merrill. He also owns and operates two investment-related ventures, Ridgeline Private Wealth Management, LLC and FTS Capital Investment Group Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold.
James R
Series 63, Series 65
Mammoth Lakes, CA
Wells Fargo Advisors
James Roberts II is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Before joining Wells Fargo Advisors in 2022, he worked at Bank of America and Merrill from 2009 to 2022. Roberts has significant ownership in private wealth management and investment-related businesses in California. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by proprietary research and planning tools.
Gregory H
CFP®, Series 63, Series 66
Mammoth Lakes, CA
Wells Fargo Advisors
Gregory Hoelzel is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has a majority ownership in the Hoelzel Hare Group, LLC, a business consulting entity based in Sherman Oaks, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.
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